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AllocatorsP•••corporate pension100m-1b

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Allocators

The Woodlands, TX

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:69b4f363-de59-485e-98f2-4276c8211e11

Data as of Sep 22, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 23, 2026, 3:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Sep 15, 2026 to Sep 22, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $298Mlatest reading; see basis
Assets as of: Sep 30, 2025
Assets basis: REPORTED
Funded ratio: 86%
Participants: 2,689
Commitments: 3with an amount; holdings are counted apart
Managers: 0
Funds: 1
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	Value	As of	Kind	Source
D• G••••• P••••••••	n/a	Pooled vehicle	$84.4M	Sep 30, 2023	Collective trust	Dol form 5500 pension
D• G••••• P••••••••	n/a	Pooled vehicle	$78.1M	Sep 30, 2024

Policy targets, latest period

••• Locked

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	1	$2.7M	Sep 30, 2025	Derived
Non-interest-bearing cash	n/a	n/a	n/a	1

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
M••••••• J••• H••••••	actuary	Oct 1, 2024	Sep 30, 2025	no	fact	Dol form 5500 pension
C••••••••• P•••••••• L••	Investment adviser	Oct 1, 2022	Sep 30, 2023	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← S• G••••• I•••Plan sponsorPlan sponsor
Oct 1, 2022 to presentfactForm 5500

Advised by (3)

→ C••••••••• P•••••••• L••Investment consultantInvestment adviser
Oct 1, 2022 to Sep 30, 2023factForm 5500
→ J••• H••••••Investment consultantactuary
Oct 1, 2022 to Sep 30, 2023factForm 5500
→

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Show 1 bookkeeping events

Occurred
Oct 1, 2024
••• Locked

Provenance

Graph: Allocators
Canonical id: dfx:al:69b4f363-de59-485e-98f2-4276c8211e11
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 13 h ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.